Institutional Ownership Pfizer Inc (PFE)
This table provides information about the institutional ownership of Pfizer Inc (PFE). We have compiled data on the 3,218 institutions that hold shares in the stock, with a total of 3.71 Billion shares, which have been reported (via 13F filing form) to have a value of $110 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
223,518
shares
|
$6.63 Million
0.21% of portfolio
|
Q4 2023
Reduced 1.95%
|
|
Lawson Kroeker Investment Management Inc
|
Jul 29, 2024 Q2 2024 |
222,661
shares
|
$6.6 Million
1.28% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Sienna Gestion
Paris, I0 |
Aug 12, 2024 Q2 2024 |
221,295
shares
|
$6.56 Million
0.55% of portfolio
|
Q2 2024
Added 0.81%
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 15, 2024 Q2 2024 |
221,251
shares
|
$6.56 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
220,347
shares
|
$6.54 Million
0.29% of portfolio
|
Q2 2024
Added 134.33%
|
|
American Assets Investment Management, LLC
|
Jul 31, 2024 Q2 2024 |
220,000
shares
|
$6.53 Million
0.58% of portfolio
|
Q1 2023
Added 29.41%
|
|
Strategy Asset Managers LLC
|
Aug 02, 2024 Q2 2024 |
219,990
shares
|
$6.52 Million
1.22% of portfolio
|
Q2 2024
Added 2179.93%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
219,949
shares
|
$6.52 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
219,032
shares
|
$6.5 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
218,897
shares
|
$6.49 Million
0.11% of portfolio
|
Q2 2024
Added 87.68%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
218,485
shares
|
$6.48 Million
0.06% of portfolio
|
Q2 2024
Reduced 5.96%
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2024 Q2 2024 |
218,423
shares
|
$6.48 Million
0.46% of portfolio
|
Q2 2024
Added 0.29%
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
218,255
shares
|
$6.47 Million
0.09% of portfolio
|
Q4 2022
Added 23.0%
|
|
Valeo Financial Advisors, LLC
|
Jul 10, 2024 Q2 2024 |
217,209
shares
|
$6.44 Million
0.17% of portfolio
|
Q2 2024
Added 13.11%
|
|
Close Asset Management LTD
|
Aug 07, 2024 Q2 2024 |
217,073
shares
|
$6.44 Million
0.21% of portfolio
|
Q2 2024
Reduced 9.51%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
216,967
shares
|
$6.44 Million
0.22% of portfolio
|
Q2 2024
Reduced 14.05%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
213,500
shares
|
$6.33 Million
0.19% of portfolio
|
Q2 2024
Reduced 5.12%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
212,869
shares
|
$6.31 Million
0.41% of portfolio
|
Q2 2024
Added 0.03%
|
|
Spears Abacus Advisors LLC
|
Aug 12, 2024 Q2 2024 |
212,223
shares
|
$6.29 Million
0.13% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
211,824
shares
|
$6.28 Million
3.22% of portfolio
|
Q4 2022
Reduced 0.52%
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
211,624
shares
|
$6.28 Million
0.28% of portfolio
|
Q3 2023
Reduced 3.7%
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
210,683
shares
|
$6.25 Million
0.2% of portfolio
|
Q2 2024
Added 4.83%
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
210,629
shares
|
$6.25 Million
0.47% of portfolio
|
Q2 2024
Reduced 3.36%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
210,454
shares
|
$6.24 Million
0.18% of portfolio
|
Q2 2024
Reduced 23.84%
|
|
Neos Investment Management LLC
Westport, CT |
Aug 14, 2024 Q2 2024 |
210,284
shares
|
$6.24 Million
0.24% of portfolio
|
Q2 2024
Added 47.51%
|